The Smartest Places for Your Money

What are the smartest places for your money? It depends on your purposes—is your money for living, leaving, or both? If it’s for living, then savings and money market accounts, CDs, and mutual funds may be best.

But if the money is for leaving an inheritance—while retaining access for chronic illness—then a SPL (single-premium life insurance) policy may be the smartest place. SPL features include a strong potential long-term growth rate, tax deferral, a tax-free death benefit, and access to policy funds if you become chronically ill.

Your financial professional can help you select the smartest tools to help you achieve your living and leaving purposes.

Contact Ryan Boswell at (801) 320-2614 to set up an appointment for an individual needs analysis. Make sure you and your family are prepared.

Ryan Boswell is a registered representative offering securities and investment advisory services through Financial Network Investment Corporation, member SIPC. Utah First Credit Union, Utah First Investment Services and Financial Network are independent of each other. Registered address: 208 East 800 South, Salt Lake City, Utah 84111.

Investments are not deposits; not NCUSIF insured; and not insured by any federal government agency. No credit union guarantee. May lose value.